Economy
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US inflation softer than expected in January with FOMC likely to maintain wait-and-see approach on further rate cuts
Arielle Ingrassia, associate director and investment specialist at Evelyn Partners, notes that softer-than-expected US CPI data, with headline inflation at 2.4% year-on-year…
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Industry reaction to the UK economy remaining fragile with 0.1% growth at the end of 2025
The UK economy showed only the slightest signs of life at the end of 2025, according to the latest GDP monthly data…
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Experts react: US economy a ‘kaleidoscope of clashing elements’ as jobs market beats expectations
Better than expected US jobs growth has complicated the outlook for interest rate cuts this year, after January’s non farm payrolls report…
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The year of the fire horse: Can Chinese equities continue their stellar gains?
According to Chinese tradition, the year of the Fire Horse is a time for bold action, taking calculated risks and moving forwards…
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Software leads AI-driven tech rout – what next?
Shannon Saccocia, CIO of wealth at Neuberger Berman, examines the sharp and broad sell-off in technology stocks as a major test of…
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Surprise, rather than stability, may be the defining feature of 2026 says PIMCO’s Seidner and Dhawan
PIMCO’s Marc Seidner and Pramol Dhawan warn that 2026 will be defined by policy shocks and geopolitical surprises, with volatility across developed…
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Fidelity’s Market Week: Japan surges, gold and silver stabilise, bitcoin tumbles again and the Magnificent Seven stall
Tom Stevenson, investment director at Fidelity International, highlights a surge in Japanese shares after Sanae Takaichi’s landslide victory, as the Magnificent Seven…
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AI comes for software stocks
Tom Hibbert, chief investment strategist at Canaccord Wealth, reviews a historic sell-off in software stocks as fears that AI could disrupt traditional…
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Is the AI sugar rush over? St. James’s Place on the question dominating markets this week
Carlota Estragues Lopez, equity strategist at St. James’s Place, examines whether the AI rally is running out of steam as software stocks…
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Market report: Tech and software stocks lead global markets lower
Hargreaves Lansdown equity analyst Aarin Chiekrie notes the FTSE 100 edged lower as the Bank of England held rates at 3.75% in…
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